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Wealth Planning Associate — Client Services & Paraplanning
Job in
Manassas, Prince William County, Virginia, 22110, USA
Listed on 2026-09-04
Listing for:
Raymond James
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
McDermott Armati Wealth Strategies, LLC is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. This role emphasizes accurate data, scheduling, and client service in a fast-paced wealth management environment.
Ideal candidates have strong communication, attention to detail, and experience with financial planning software, CRM systems, and trade processing. Prior FINRA/SEC compliance awareness is a plus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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